Installing the Demandbase ABM Platform from the Salesforce AppExchange is the first step in connecting Demandbase and Salesforce. It creates a number of Demandbase custom fields and charts that you add to standard Page Layouts within Salesforce.
Demandbase One also offers Salesforce Lite, which is for customers interested in a read-only easy authentication integration option. For a read-only option, see Set Up Salesforce Lite with Demandbase One and Optional Pardot Integration.
What does the Demandbase ABM Platform for Salesforce do?
The Demandbase ABM Platform adds custom fields to the Account, Contact, and Lead object so you don't have to create them manually. It contains minimal APEX code.
It also comes with one Lightning component and one Visualforce component that you can add to page layouts for more visual engagement insights. This tabbed chart component offers multiple chart views.
What does this package not do?
This package canNOT modify any existing Salesforce data.
This package does NOT add any user profiles or permission sets.
We only support Enterprise, Unlimited, and Performance. We do not support Group, Professional, or Developer Editions of Salesforce.
You must have System Admin privileges within your Salesforce Environment to install and configure this application.
1. Download the Demandbase Scout (ABM) App directly from the SalesForce AppExchange.
2. Select Install for All Users.
3. Click Install.
The installation will complete and display the following: